Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ianieri is an investment advisor representative with Stifel, Nicolaus & Company, Inc. located in NEW YORK, NY. William Ianieri has been in the securities industry for over 1 year. William Ianieri specializes in several areas including retirement planning, college savings plans, and investment strategies for individuals and families. William Ianieri's previous experience includes a position at Equitable Advisors, LLC. William Ianieri holds the following licenses: Series 7, Series 63, Series 65, and SIE.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
11/06/2023 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
11/07/2022 - 02/07/2023
EQUITABLE ADVISORS, LLC (NEW YORK NY)
IA
Issued 11/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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